Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | DSS AmericaFirst Monthly Risk-On Risk-Off Fund · ABRFX, ABRUX, ABRWX | 38% | 2.88% | AmericaFirst Wealth Management, Inc. |
| 2 | DSS AmericaFirst Alpha Trends Factor Fund · SBQAX, SBQIX, SBQUX cheaper | 34% | 1.99% | AmericaFirst Wealth Management, Inc. |
| 3 | CITY NATIONAL ROCHDALE EQUITY INCOME FUND · RIMHX, CNRHX cheaper | 16% | 1.10% | — |
| 4 | Milliman - Capital Group Hedged U.S. Income and Growth Fund cheaper diff. adviser | 13% | 1.09% | Milliman Financial Risk Management LLC |
| 5 | AST ClearBridge Dividend Growth Portfolio cheaper diff. adviser | 12% | 0.96% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 6 | GUARDIAN CAPITAL DIVIDEND GROWTH FUND · DIVGX cheaper | 12% | 0.95% | — |
| 7 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX cheaper diff. adviser | 11% | 1.10% | Calamos Advisors LLC |
| 8 | Invesco S&P 500 Minimum Variance ETF · SPMV cheaper diff. adviser | 11% | 0.10% | Invesco Capital Management LLC |
| 9 | DSS AmericaFirst Total Return Bond Fund cheaper | 11% | 0.61% | — |
| 10 | JPMorgan U.S. Applied Data Science Value Fund · JPIVX, JIVAX, JIVCX, JIVRX, JIVZX, JIVMX cheaper diff. adviser | 11% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 11 | VOYA LARGE CAP VALUE PORTFOLIO · IPEAX, IPEIX, IPESX, IPETX, VLCRX cheaper diff. adviser | 11% | 0.69% | Voya Investments, LLC |
| 12 | Goldman Sachs Technology Opportunities Fund · GITIX, GITSX, GITAX, GITCX, GISTX, GTORX, GSJPX cheaper diff. adviser | 10% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 13 | MassMutual Equity Opportunities Fund · MFVAX, MMFVX, MFVNX, MFVSX, MMFYX, MFVZX, MFVFX, MMZOX cheaper | 10% | 0.76% | — |
| 14 | Fidelity Advisor Dividend Growth Fund · FADAX, FDGCX, FDGTX, FDGIX, FZADX cheaper diff. adviser | 10% | 0.71% | Fidelity Management & Research Company LLC |
| 15 | MassMutual Select T. Rowe Price Real Assets Fund · MMRFX cheaper | 10% | 0.00% | — |
| 16 | First Sentier American Listed Infrastructure Fund · FLIAX cheaper diff. adviser | 10% | 0.75% | First Sentier Investors (US) LLC |
| 17 | Science & Technology Fund cheaper | 9% | 1.04% | — |
| 18 | VY(R) T. ROWE PRICE EQUITY INCOME PORTFOLIO · ITEAX, ITEIX, IRPSX, ITETX cheaper diff. adviser | 9% | 0.61% | Voya Investments, LLC |
| 19 | Mar Vista Strategic Growth Fund cheaper diff. adviser | 9% | 0.64% | Mar Vista Investment Partners |
| 20 | Azoria 500 Meritocracy ETF · SPXM cheaper | 9% | 0.47% | — |
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